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BerganKDV Wealth Management, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on SCHX, newest first. How the timeline and the estimate are built.

BerganKDV Wealth Management, LLC held 48,540 SCHX shares at 2023-06-30 per its 13F-HR filed 2023-07-24.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 48,540 shares
    Change vs previous 13F -467 shares

    0.25% of the 13F portfolio, value $2,542,034.

    13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-03-31
    13F 49,007 shares
    Change vs previous 13F -1,325 shares

    0.24% of the 13F portfolio, value $2,370,475.

    13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-12-31
    13F 50,332 shares
    Change vs previous 13F -416 shares

    0.25% of the 13F portfolio, value $2,272,473.

    13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-09-30
    13F 50,748 shares
    Change vs previous 13F -11,091 shares

    0.26% of the 13F portfolio, value $2,149,000.

    13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-06-30
    13F 61,839 shares
    Change vs previous 13F -362 shares

    0.32% of the 13F portfolio, value $2,762,000.

    13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-03-31
    13F 62,201 shares
    Change vs previous 13F +30,158 shares

    0.36% of the 13F portfolio, value $3,350,000.

    13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-12-31
    13F 32,043 shares
    Change vs previous 13F -1,225 shares

    0.38% of the 13F portfolio, value $3,647,000.

    13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-09-30
    13F 33,268 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,461,000.

    13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).